StockDriftsStockDriftsTop 50 Adams Wealth Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHX | SCHWAB STRATEGIC TR | 12.43% | 2.21M | $64.9M | +4.62%(+97.43K) | $15.57(+95.90%) | 2026-06-30 | |
| IVV | ISHARES TR | 5.89% | 41.1K | $30.7M | -1.58%(-661) | $437.50(+78.04%) | 2026-06-30 | |
| EWY | ISHARES INC | 4.24% | 109.6K | $22.1M | -24.00%(-34.60K) | $76.25(+135.72%) | 2026-06-30 | |
| GRID | FIRST TR EXCHANGE-TRADED FD | 3.2% | 87.1K | $16.7M | -5.94%(-5.50K) | $152.05(+24.64%) | 2026-06-30 | |
| VNM | VANECK ETF TRUST | 2.86% | 809.2K | $14.9M | +3.23%(+25.34K) | $17.27(+1.42%) | 2026-06-30 | |
| EUAD | SPINNAKER ETF SERIES | 2.85% | 353.3K | $14.9M | +5.51%(+18.44K) | $30.23(+56.49%) | 2026-06-30 | |
| ICVT | ISHARES TR | 2.84% | 122.0K | $14.8M | -8.00%(-10.60K) | $74.38(+59.35%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 2.25% | 17.1K | $11.8M | +7.82%(+1.24K) | $389.70(+82.88%) | 2026-06-30 | |
| CLOA | BLACKROCK ETF TRUST II | 2.07% | 208.2K | $10.8M | +6.56%(+12.81K) | $51.23(+1.22%) | 2026-06-30 | |
| XSD | SPDR SERIES TRUST | 2.01% | 16.8K | $10.5M | -25.84%(-5.86K) | $182.82(+197.72%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +20.01% | +72.86% | +9.71% | +58.96% |
| Top 20 Holdings Unweighted | +17.71% | +63.12% | +10.89% | +67.65% |
Adams Wealth Management reports $522.28M in US-listed equity holdings across 147 positions in its most recent 13F filing. Its largest disclosed positions are SCHX (12.4%), IVV (5.9%) and EWY (4.2%). The top 20 holdings account for 57.4% of reported assets. Its disclosed equity book has returned +72.86% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Adams Wealth Management’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1803084). View Adams Wealth Management’s 13F filings on SEC